Optimieren Sie Ihr Geschäftsmodell und profitieren Sie von den Vorteilen der Partnerschaft.
Stabile Prozesse, Backoffice und Unterstützung.
Strategien und Lösungen für anspruchsvolle Kunden.
Tools und Portale für moderne Beratung.
You can access our services via Easyweb.
We set up your access, define the scope and align on your target clientele and workflows.
Combine our liability umbrella, portfolio solutions and advisory services into a model that fits your business.
Use our research, reporting and digital infrastructure to scale efficiently—supported by dedicated experts.
Operational processes, documentation and reporting designed for regulated advisory workflows.
Strategies and implementation options for demanding clients—across mandates, funds and model portfolios.
Tools and portals that support modern advisory—fast, transparent and secure.
Choose the building blocks that match your model—from umbrella solutions to private investing.
For financial and insurance advisors, asset managers, fund managers and private bankers who want a robust infrastructure and reliable execution.
After an initial alignment, onboarding and access setup can be initiated immediately, followed by a phased go-live.
Yes—our investment research supports decision-making and helps you communicate market views to clients.
Use the contact page to reach our team. We’ll respond with next steps and the required information.
Ausgewählte Stimmen von Partnern, die mit BfV arbeiten.
“Klare Prozesse, starker Support und ein Produktangebot, das schnelle Kundenlösungen ermöglicht.”
“Das digitale Portal und das Reporting reduzieren den operativen Aufwand – wir fokussieren uns auf Mandanten.”
“Ein verlässlicher Partner mit Service-Mindset – reaktionsschnell, strukturiert und transparent.”
